Relaxing Retirement Coach’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Relaxing Retirement Coach’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$271K	Hold	11,196	–	–	0.08%	64
2023 Q1	$273K	Hold	11,196	–	–	0.09%	57
2022 Q4	$282K	Hold	11,196	–	–	0.1%	55
2022 Q3	$248K	Hold	11,196	–	–	0.12%	45
2022 Q2	$267K	Hold	11,196	–	–	0.13%	46
2022 Q1	$294K	Hold	11,196	–	–	0.15%	43
2021 Q4	$301K	Hold	11,196	–	–	0.17%	44
2021 Q3	$277K	Hold	11,196	–	–	0.23%	42
2021 Q2	$282K	Hold	11,196	–	–	0.24%	41
2021 Q1	$272K	Hold	11,196	–	–	0.31%	40
2020 Q4	$239K	Sell	11,196 -11,196	-50%	-$227K	0.26%	43
2020 Q3	$412K	Buy	+22,392	New	+$412K	0.18%	45
2020 Q2	–	Sell	-13,440	Closed	-$201K	–	48
2020 Q1	$201K	Hold	13,440	–	–	0.12%	48
2019 Q4	$259K	Hold	13,440	–	–	0.08%	48
2019 Q3	$245K	Hold	13,440	–	–	0.08%	49
2019 Q2	$238K	Hold	13,440	–	–	0.07%	51
2019 Q1	$234K	Hold	13,440	–	–	0.07%	50
2018 Q4	$210K	Hold	13,440	–	–	0.07%	51
2018 Q3	$238K	Hold	13,440	–	–	0.07%	52
2018 Q2	$221K	Hold	13,440	–	–	0.07%	48
2018 Q1	$220K	Sell	13,440 -4,023	-23%	-$68.6K	0.07%	54
2017 Q4	$298K	Buy	+17,463	New	+$287K	0.1%	50

Other funds holding SCHD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Relaxing Retirement Coach's SCHD Position: Q2 2023 in Review

Relaxing Retirement Coach held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2023 at 11,196 shares worth $271K. The position accounts for 0.08% of the portfolio, ranked #64.

Relaxing Retirement Coach first reported a position in SCHD in Q4 2017 and has held it in 22 quarters since. The position peaked at $412K in Q3 2020. 1,377 funds tracked by Wall St. Rank hold SCHD as of Q2 2023.

Relaxing Retirement Coach held 11,196 shares of Schwab US Dividend Equity ETF worth $271K as of Q2 2023.
Relaxing Retirement Coach left its Schwab US Dividend Equity ETF share count unchanged in Q2 2023.
Schwab US Dividend Equity ETF made up 0.08% of Relaxing Retirement Coach's portfolio in Q2 2023, its #64 holding.
Relaxing Retirement Coach first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 22 quarters since.
Relaxing Retirement Coach's Schwab US Dividend Equity ETF position peaked at $412K in Q3 2020.
1,377 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.